HF
ZM icon

Halpern Financial’s Zoom ZM Stock Holding History

Halpern Financial’s Portfolio ZM Stock Details ZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1
Closed -$68 – 203
2022
Q4 		$68 Buy
+1
New +$76 ﹤0.01% 193
2021
Q4 		– Sell
-6
Closed -$1.57K – 308
2021
Q3 		$1.57K Hold
6
– – ﹤0.01% 239
2021
Q2 		$2.32K Sell
6
-7
-54% -$2.33K ﹤0.01% 212
2021
Q1 		$4.18K Buy
13
+7
+117% +$2.58K ﹤0.01% 191
2020
Q4 		$2.02K Hold
6
– – ﹤0.01% 178
2020
Q3 		$2.82K Buy
+6
New +$1.92K ﹤0.01% 173

Other funds holding ZM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return